Professional Connections

We acknowledge that our areas of business can complement our professional connections and one another’s service to our clients. We have our clients’ needs and requirements at the heart of what we do and look to work with like minded professional connections. We welcome an informal discussion to meet to discuss how we can benefit your clients and our services.

As a dynamic company growing in a world of regulation, we also want to make our services clear to our professional connections. We intend to run numerous events, which will qualify for Continuous Professional Development certificates in area’s which are topical. Please email info@concisewealth.com to register your interest in receiving an invite to a CPD qualifying Event held.

Services which may particularly benefit your clients
Bespoke Investment and Portfolio Service. We provide access to a top quality discretionary proposition with a clear fee based service for our clients. We take into account your clients tax position and manage capital gains and ISA allowances and whether clients want growth, income or a mixture of both.

We operate our own professional Concise Wealth Management Trust Review Service, which benefits those clients within trust arrangements or having their monies run by a professional Deputy on their behalf.

We provide Estate Planning Advice and work with your clients to offer them a range of Inheritance Tax planning solutions to suit their needs and requirements.

We offer planning for the mitigation of Capital Gains Tax and you may find this particularly useful for your clients whom are selling second properties.

We have a dedicated Mortgage Team, who provide whole of market advice for your clients who are buying, remortgaging or looking to release equity from their homes.

The following services are particularly relevant to Accountant connections:

Click here to find us

Telephone: 01803 551999

Concise Wealth Management Ltd.

Concise Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd who are Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference No : 487395. This can be verified by visiting the Financial Services Register using this link www.fsa.gov.uk/register/home.do

Concise Wealth Management Ltd – Registered office: 60 Torquay Road, Paignton, Devon, TQ3 3AA. Registered in England and Wales Company no. 7287601.
The guidance and/or advice contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

RECOMMENDED EXTERNAL LINKS

Awards

Awards achieved in partnership with Vision

Follow us on Facebook…

It is starting to be put back together again now... main steels are in, electrics and internet cabling are done, so plastering can now commence..... can’t wait to see it coming together over the next few weeks! Hoping we will be moving our office in 1st week in April!